[Validation] process element (Financial Services)
The [Validation] process element is used in the processes that manage the verification of loan applications by underwriters. This process element is available only in Financial Services Creatio. Use this element to create a validation checklist that an underwriter must complete to approve or deny a loan application. The [Validation] element automates the credit loan review by shaping the process flow based on the validation results.
Note
More details on the application review automation are available in the “Validation item case element” article.
[Validation] element setup
Specify the validation parameters on the element setup page (Fig. 1).
Fig. 1 The [Validation] element settings
[Which validation item to execute?] – select an item from the [Validation items] lookup. The lookup contains the list of actions that include validation questions and additional information that the employee may need during the validation process. This is a required field.
[Application] – specify the loan application to validate. Use the parameter value window to specify where the element is supposed to get the application Id. By default, it is the application that the process was run for. This is a required field.
[Execute on page] – specify the page where the validation item must be performed. By default, a pre-set Creatio validation item page is used. This is a required field.
[How to perform validation?] – select what exactly the underwriter will validate: the loan application itself or its participants. Depending on the selected method, additional parameters become available. This is a required field.
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Select “Single participant validation” if the underwriter will be validating a specific participant. In this case, the [Participant role] field becomes available where you specify the application participant, whose profile the underwriter will validate during this step. Optionally, specify the participant’s profile in the [Participant application form] field.
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Select “Multiple participant validation” if the underwriter will be validating application participants of a specific role. Select the role in the [Participant role] field.
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Select “Application approval” if the underwriter will be validating the loan application itself.
[Who performs the task?] – select an employee or a group of employees who perform the validation. For example, the loan manager or the verification group. This is a required field.
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Select “Group of employees” if the validation can be performed by any employee of a specific role. Select the corresponding role in the [Role of employees] field.
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Select “Responsible employee” if the validation can be performed by a specific employee only. Select the employee in the [Owner] field.
[How to display on Validation detail?] – select a method for displaying the validation result on the [Validation] detail of the application page.
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Select “Add new record”, Creatio will add a new record on the [Validation] detail.
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Select “Edit existing record” to update a specific record on the [Validation] detail. In this case, you will need to specify the record to update in the [Record identifier] field.
[Validation] element advanced settings
[After Validation Saved] – in addition to the standard settings available in the advanced mode, the [Validation] element has a field where you can specify C# code with the use of .NET Framework classes. The code will be executed after the business process creates and saves the validation item.
Next
•[User dialog] process element
•[Open edit page] process element
•[Auto-generated page] process element
•[Pre-configured page] process element
See also
